Claro Advisors Inc.
BOSTON MA · SEC CIK 0001764386
$8.30亿2026Q1 申报市值
506持仓数
28.9%前十大占比 · 第一大 5.4%
119 / 26新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VEA 加仓+$2,657.21万
CORO 新建仓+$1,520.53万
VWO 新建仓+$926.21万
VOO 加仓+$768.63万
HUBS 新建仓+$608.49万
2026Q1 卖出最多 按季末市值估算
MGC 减仓-$889.32万
IEMG 减仓-$407.38万
DYNF 减仓-$351.13万
EFV 减仓-$186.80万
IAU 减仓-$177.55万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| WU | WESTERN UN CO | $10.31万 | 0.01% | 11,811 | 11,811 | — | $10.31万 | 新建仓 |
| ADT | ADT INC DEL | $8.98万 | 0.01% | 13,663 | 13,663 | — | $8.98万 | 新建仓 |
| — | EPSILON ENERGY LTD | $8.19万 | 0.01% | 13,298 | 1,770 | 15.4% | $1.09万 | 加仓 |
| RZLV | REZOLVE AI PLC | $5.08万 | 0.01% | 19,848 | 6,006 | 43.4% | $1.54万 | 加仓 |
| — | CLEANCORE SOLUTIONS INC | $4.39万 | 0.01% | 123,275 | 55,000 | 80.6% | $1.96万 | 加仓 |
| AUTL | AUTOLUS THERAPEUTICS LTD | $1.73万 | 0.00% | 12,500 | 12,500 | — | $1.73万 | 新建仓 |
| RKLB | ROCKET LAB CORP | $0 | 0.00% | 0 | -20,087 | -100.0% | -$140.13万 | 清仓 |
| — | PROSHARES TR | $0 | 0.00% | 0 | -12,536 | -100.0% | -$80.73万 | 清仓 |
| PHYL | PGIM ETF TR | $0 | 0.00% | 0 | -21,861 | -100.0% | -$77.56万 | 清仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -18,955 | -100.0% | -$71.78万 | 清仓 |
| HIMU | BLACKROCK ETF TRUST II | $0 | 0.00% | 0 | -10,416 | -100.0% | -$50.71万 | 清仓 |
| — | CHEWY INC 看涨期权 | $0 | 0.00% | 0 | -11,000 | -100.0% | -$36.35万 | 清仓 |
| XLV | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -2,287 | -100.0% | -$35.41万 | 清仓 |
| DASH | DOORDASH INC | $0 | 0.00% | 0 | -1,430 | -100.0% | -$32.39万 | 清仓 |
| BNDW | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -4,174 | -100.0% | -$28.69万 | 清仓 |
| XLY | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -2,291 | -100.0% | -$27.36万 | 清仓 |
| IEV | ISHARES TR | $0 | 0.00% | 0 | -3,960 | -100.0% | -$27.17万 | 清仓 |
| — | WARNER BROS DISCOVERY INC | $0 | 0.00% | 0 | -9,358 | -100.0% | -$26.97万 | 清仓 |
| EMB | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $0 | 0.00% | 0 | -6,558 | -100.0% | -$24.26万 | 清仓 |
| DSEP | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -5,085 | -100.0% | -$22.84万 | 清仓 |
| BIDU | BAIDU INC | $0 | 0.00% | 0 | -1,726 | -100.0% | -$22.55万 | 清仓 |
| ILMN | ILLUMINA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VYM | VANGUARD WHITEHALL FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| REET | ISHARES TR | $0 | 0.00% | 0 | -8,778 | -100.0% | -$21.90万 | 清仓 |
| IVLU | ISHARES TR | $0 | 0.00% | 0 | -5,702 | -100.0% | -$21.70万 | 清仓 |
| XYZ | BLOCK INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GQI | NATIXIS ETF TR | $0 | 0.00% | 0 | -3,767 | -100.0% | -$21.50万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CHYM | CHIME FINL INC | $0 | 0.00% | 0 | -8,346 | -100.0% | -$21.01万 | 清仓 |
| BDX | BECTON DICKINSON & CO | $0 | 0.00% | 0 | -1,069 | -100.0% | -$20.74万 | 清仓 |
| MUNI | PIMCO ETF TR | $0 | 0.00% | 0 | -3,954 | -100.0% | -$20.72万 | 清仓 |
| TEAM | ATLASSIAN CORPORATION | $0 | 0.00% | 0 | -1,268 | -100.0% | -$20.56万 | 清仓 |
| FIG | FIGMA INC | $0 | 0.00% | 0 | -5,500 | -100.0% | -$20.55万 | 清仓 |
| CNC | CENTENE CORP DEL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DDOG | DATADOG INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | -38 | -100.0% | -$20.35万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -385 | -100.0% | -$20.13万 | 清仓 |
| NXDT | NEXPOINT DIVERSIFIED REL ET | $0 | 0.00% | 0 | -11,377 | -100.0% | -$4.36万 | 清仓 |